Archive - Heavy Hitters

We're still alive...

Notes from the field after a long hiatus 🔎

Nov 15, 2021 •

May 2021

Edition 002 - Twin Supercycles?

Commodities & Crypto unite?

May 13, 2021 •

April 2021

Edition 001 — The Re-Brand

The boys shift gears and *focus*

Apr 26, 2021 •

March 2021

Our 2021 theses have been pretty dialed. So what's next?

Mar 11, 2021 •

January 2021

Fearful Symmetry

The boys look ahead to 2021

Jan 4, 2021 •

August 2020

Once you go SPAC, you never go back.

Aug 17, 2020 •

July 2020

mo money mo problems

"I don't know what they want from me / ... the more money we come across / The more problems we see" — The Notorious B.I.G

Jul 20, 2020 •

March 2020

Hello friends, Here we are. Before we dive in, let’s begin with a zen koan (source here), as we have in a few briefs in the past. Kitano Gempo, abbot of…

Mar 22, 2020 •

February 2020

Edition 77: Anatomy of a Squeeze

And we're not talking about orange juice.

Feb 21, 2020 •

January 2020

Top 10 for the 20s'

Jan 30, 2020 •

December 2019

Holiday Deconstruction

A few challenges

Dec 22, 2019 •

2019 in Review + *2 years of writing*

Dec 11, 2019 •

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